Chapters 
 Transcript 
 Episode notes 
 1  2  3  4  5  6  7  8  9  10  11  12  13  14 
 Introduction 
 00:00 • 2min 
 Do Macro as One of Our Topics? 
 02:17 • 4min 
 Is There a Supply Side Phenomenon? 
 06:06 • 2min 
 Is There Anything Magic About Two? 
 07:37 • 2min 
 Is There a Recession Coming? 
 09:24 • 3min 
 Cryptocurrency Has Melted Down Along Other Parts of the Market 
 12:16 • 2min 
 Cryptocurrency 
 14:09 • 3min 
 Are Crypto Assets Going Away? And What Are the Implications for Your Company? 
 17:08 • 2min 
 Meteor, Upstart and by Now Pay Later 
 19:29 • 5min 
 Is There a Better Way? 
 24:13 • 3min 
 The Risks That Upstart Will Never Have 
 27:42 • 2min 
 Is Credit Really an Investment or an Investment? 
 29:17 • 2min 
 The Wall Street Journal Articles - What Is It? 
 31:06 • 2min 
 The Staircase, a True Crime Documentary 
 33:08 • 3min 


